[foota]

Imo this depends on whether the limiting factor is demand or production.

If it's production capacity, then if in a year they're able to get TSMC to make them twice as many chips, they could likely increase their growth rate?

I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. Idk what the ratio is in size between an H100 and an M3, but I doubt it's anywhere near proportional to how much nvidia is willing to offer TSMC.

[groceryheist]

Nvidia is doing fine :), but it would be better for them if they were not limited. Hopefully, and probably, you are right and production is limiting.

[MangoCoffee]

>I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract.

How many TSMC's customers need the latest tech?

[foota]

Anyone that wants to keep selling new phones every year?